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Brandywine Global Investment Management’s Federated Hermes FHI Stock Holding History

Brandywine Global Investment Management’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$9.24M Buy
177,533
+28,854
+19% +$1.47M 0.06% 267
2025
Q3 		$7.72M Sell
148,679
-5,520
-4% -$280K 0.05% 301
2025
Q2 		$6.83M Sell
154,199
-6,000
-4% -$247K 0.05% 314
2025
Q1 		$6.53M Sell
160,199
-6,200
-4% -$242K 0.05% 314
2024
Q4 		$6.84M Buy
+166,399
New +$6.72M 0.05% 311
2022
Q2 		– Sell
-243,585
Closed -$8.3M – 739
2022
Q1 		$8.3M Buy
243,585
+10,587
+5% +$360K 0.06% 287
2021
Q4 		$8.76M Buy
232,998
+6
+0% +$208 0.06% 287
2021
Q3 		$7.57M Sell
232,992
-23,092
-9% -$753K 0.06% 307
2021
Q2 		$8.68M Buy
256,084
+114,090
+80% +$3.63M 0.06% 303
2021
Q1 		$4.44M Buy
141,994
+101,372
+250% +$2.98M 0.03% 428
2020
Q4 		$1.17M Buy
+40,622
New +$1.08M 0.01% 523
2018
Q2 		– Sell
-322,288
Closed -$10.8M – 896
2018
Q1 		$10.8M Buy
322,288
+4,915
+2% +$167K 0.07% 253
2017
Q4 		$11.5M Buy
317,373
+46,661
+17% +$1.51M 0.07% 234
2017
Q3 		$8.04M Buy
+270,712
New +$7.61M 0.05% 335
2014
Q2 		– Sell
-253,127
Closed -$7.73M – 975
2014
Q1 		$7.73M Buy
253,127
+2,040
+0.8% +$57.2K 0.07% 268
2013
Q4 		$7.23M Sell
251,087
-20,894
-8% -$573K 0.07% 267
2013
Q3 		$7.39M Buy
271,981
+108
+0% +$3.07K 0.07% 254
2013
Q2 		$7.45M Buy
+271,873
New +$6.89M 0.08% 240

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brandywine Global Investment Management's FHI Position: Q4 2025 in Review

Brandywine Global Investment Management increased its Federated Hermes (FHI) stake by 19% in Q4 2025, buying an estimated $1.47M and bringing the position to 177,533 shares worth $9.24M. The position accounts for 0.06% of the portfolio, ranked #267.

Brandywine Global Investment Management first reported a position in FHI in Q2 2013 and has held it in 18 quarters since. The position peaked at $11.5M in Q4 2017. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Brandywine Global Investment Management held 177,533 shares of Federated Hermes worth $9.24M as of Q4 2025.
  • Brandywine Global Investment Management bought 28,854 Federated Hermes shares in Q4 2025, an estimated $1.47M.
  • Federated Hermes made up 0.06% of Brandywine Global Investment Management's portfolio in Q4 2025, its #267 holding.
  • Brandywine Global Investment Management first reported a position in Federated Hermes in Q2 2013 and has held it in 18 quarters since.
  • Brandywine Global Investment Management's Federated Hermes position peaked at $11.5M in Q4 2017.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.